Do Your Financial and Tax Professionals Have Succession Plans?
You have a contingency plan in place for your family, but what about your financial advisor and tax planner?
Author: Francis Xavier (FX) Bergmeister
Invest in a Personal Financial Course For Your Future
A college level personal finance course may be one of the best investments you can ever make for your future.
Medicare’s 2023 IRMAA Brackets and Part B Premiums Change
2022 inflation and a policy shift on a drug used in clinical trials lowered 2023 Medicare Part B premiums and increased the IRMAA brackets.
Joint Wills May Not Be the Best Estate Planning Tool For Couples and Others
Two for the price of one in estate planning today may not save you money tomorrow.
Medicare Premiums and Deductibles to Fall in 2023
Some young seniors are surprised about 2023 Medicare cost forecasts – not so for those paying premiums since 2011.
What my Social Security Statement Pages Look Like and Why You Should Sign Up For Your Online Account
Having a my Social Security account can help you quickly get important information about your earnings and benefits.
Think About Test Driving Your Retirement
Taking a “test drive” of your retirement can help you avoid costly mistakes and make the most of the experience.
Why Your Monthly Medicare Part B Premium Can Range From $170.10 to $578.30
What you pay for Medicare Part B in retirement can vary widely, and it’s because of your Modified Adjusted Gross income.
Early Federal Retirement and Social Security
Federal employees who retire early under FERS and do not continue earning wages need to be aware of the impact to their Social Security benefits.
Life Planning Resources About You That Your Family Will Need
These are important federal agency resources to share with your loved ones in the event of a federal employee’s decline or death.
